Advanced Time Segmentation®
Advanced Time Segmentation® is a different way of looking at and presenting financial planning. At its core, we match our client’s assets to their income liabilities. Meaning, we lay out a strategy that creates inflation-adjusted income that addresses risk by giving equities time to potentially grow untouched. This approach allocates assets into different time segments based on the period of time when those assets are expected to generate income.
A strategy-driven practice
Most retirees or pre-retirees with a wealth accumulation strategy, hunger for stability and are attempting to avoid risk. They strive to build their portfolio on investments that will provide income for their lifetime and beyond. Strategy-driven firms have adopted an approach to retirement planning that incorporates time segmented retirement income distribution, a strategy that aims to provide investors with stability, growth and income.
About Advanced Time Segmentation
Advanced Time Segmentation takes investment principles that were exclusive to the ultra-wealthy and makes them accessible to everyone.
At its core, we match our client's assets to their income liabilities. Meaning we lay out a strategy that creates inflation-adjusted income that addresses risk by giving equities time to potentially grow untouched. This approach allocates assets into different time segments based on the period of time when those assets are expected to generate income.
A Strategy-Driven Approach
Most retirees or soon to be retirees with a wealth accumulation strategy are looking for stable income and to minimize their investment risks. They strive to build a portfolio of investments that can safely generate them income for the rest of their lives.By using a strategy-driven approach that utilizes time to mitigate risk, retirees can feel comfortable knowing their strategy is designed to ensure their income is mapped out for a minimum of 15 years.
How ATS works
